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THE BALTIMORE COMMUNITY FOUNDATION — THE BALTIMORE COMMUNITY FOUNDATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715112206NAL0001998353001
THE BALTIMORE COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE BALTIMORE COMMUNITY FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
36
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE BALTIMORE COMMUNITY FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE BALTIMORE COMMUNITY FOUNDATION
EIN
23-7180620
Address
11 E MOUNT ROYAL AVE FL 2 · BALTIMORE, MD · 212025513
Phone
(410) 332-4171
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE KLARMAN FAMILY FOUNDATION
THE KLARMAN FAMILY FOUNDATION 403(B) PLAN
$6.3M · 17 participants
INDIANA STATE MEDICAL ASSOCIATION
INDIANA STATE MEDICAL ASSOCIATION PROFIT SHARING PLAN
$6.3M · 24 participants
MIDATLANTIC EQUITY CONSORTIUM INC
MIDATLANTIC EQUITY CONSORTIUM INC TAX DEFERRED ANNUITY PLAN
$6.3M · 19 participants
COUNCIL ON FOUNDATIONS
COUNCIL ON FOUNDATIONS 403(B) RETIREMENT PLAN
$6.3M · 59 participants
UTAH FOSTER CARE FOUNDATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
UFC RETIREMENT PLAN
$6.3M · 46 participants
TEXAS A&M FOUNDATION
TEXAS A&M FOUNDATION EMPLOYEES' 403(B) PLAN
$6.3M · 179 participants
Large plans in Maryland
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$56.1B
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T. ROWE PRICE TRUST COMPANY
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$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
